Previously, a Contract Number was entered on the Gang Daily Report (CDR) Header, which meant the CDR could hold data for one Contract. The Contract Number can be entered on CDR detail lines in order to allow you to enter Daily Reports for Gangs that worked on different Contracts during the day.
JC Configuration Changes
The JC parameter described below allows multiple Contracts per Gang Daily Report.
Parameter | Description |
CDRMJOBS | Allow multiple Contracts per Gang Daily Report |
Approver ID on Gang Maintenance
The Approver ID field appears on the Gang Maintenance screen in Contract Status > Daily Reports > Maintenance, as shown in Gang Maintenance Screen.
Gang Maintenance Screen
Gang with Contract Number
If a Contract Number is entered in a Gang's properties, that Contract is used as the default on new Gang Daily Reports.
Gang Daily Reports
The Gang Daily Report (CDR) input was designed to record the Contract Number on the CDR Header. You can enter multiple Contracts in CDRs. Those multiple Contracts can be linked to a single CDR (just as multiple CDRs are linked to a single Contract).
Daily Reports Browse
The Gang Daily Reports browse was changed from a single browse to a screen containing two tabs Daily Reports and By Contract. These tabs are discussed later in this section.
Daily Reports Browse
Daily Reports tab
The Daily Reports tab (see Daily Reports tab ) displays the Daily Reports browse and applies Contract security. You can also filter by Contract on the CDR Header in the browse.
This tab allows you to enter reports for data used on a Contract for a single day, such as Payroll transactions, Contract Status timesheets, quantities installed, plant, and stock. You can also use it to enter multiple Contracts for one report.
If a JC Gang Daily Report is created in Daily Reports, and the Project Management module is licensed, a PT Daily Report record is automatically created in PT Daily Reports.
Daily Reports tab
If parameter JC/CDRMJOBS = Y, a read-only column labeled Mult. Contracts appears on the CDR screen, as shown above in Daily Reports tab . When ticked, this field indicates that multiple Contracts are used on the Daily Report Header/Detail.
If multiple Contracts are used on the Daily Report, a Contracts Used on Daily Report area displays in the Body detail (update) form, as shown above in Daily Reports tab . This read-only area shows the list of Contracts used in the Daily Report.
A My Approving option is found on the existing named filter, as shown in My Approving Filter Option. When selected, Daily Reports are filtered to Gangs for which the Approver is set to the current User ID.
My Approving Filter Option
By Contract tab
The Gang Daily Reports browse has a By Contract tab, as shown in By Contract tab. It allows you to access Gang Daily Reports linked to the selected Contract on either header or detail lines.
If a JC Gang Daily Report is created in By Contract, and the Project Management module is licensed, a PT Daily Report record is automatically created in PT Daily Reports.
By Contract tab
A My Approving option is found on the existing named filter, as shown in My Approving Filter Option above. When selected, Daily Reports are filtered to Gangs for which the Approver is set to the current User ID.
Gang Daily Reports Detail
CDR Quick Add Screens
When a new Gang Daily Report is added, tab screens that display include Labour (see Labour Quick Add Screen) and Plant (see Plant Quick Add Screen). Other tabs on this page are used in the same way as Quick Add functionality.
Labour Quick Add Screen
Plant Quick Add Screen
Field Definitions
Contract Number
Contract Number is a mandatory field. The Company Number for the Contract Number lookup is used from the header. Validation checks to see if a Contract exists in the Company entered on the CDR Header. It also checks Contract security.
If parameter JC/CDRMJOBS is:
set to Y, a Contract Number row appears on the screen. This can be used to enter a Contract Number on each column of the grid.
not set to Y, a Contract Number is still used on the grid column as a hidden field (it defaults from the CDR Header Contract Number).
The Contract Number defaults as follows:
For the 1st column of the grid, it uses the Contract Number from the CDR Header.
For the next columns added to the grid, it uses the Contract Number from the previous column; if the Contract Number is not entered in a previous column, it uses the Contract Number from the CDR Header.
Section
The Section field lookup and validation use the Contract Number from the grid column, regardless of how parameter JC/CDRMJOBS is set: the Contract Number will be on the field whether it is hidden or not.
Activity
Cost Head
The Activity and Cost Head fields validate the Cost Code against the Contract Number on the grid column, rather than using the Contract Number from the CDR Header.
CDR Summary Screen
A CDR Summary screen is displayed when you drill down on the Date link. The set of tabs on the screen is similar to Quick Add, but it does not include the Quick Add tabs for Labour and Plant, as shown in Gang Daily Report Summary Screen.
Gang Daily Report Summary Screen
Sundry tab
If JC/CDRMJOBS = Y, a Contract field appears on the Sundry tab browse, as shown in sundry tab.
sundry tab
Contract Number validation checks that the Contract exists in the Company entered on the CDR Header.
Section, Activity, and Cost Head validation use the Contract Number from the detail line, rather than validating against the Contract on the CDR Header.
Payroll tab
A Contract field is found on the Payroll tab browse, as shown in Payroll tab.
Payroll tab
Cost Codes tab
A Contract field is found on the Cost Codes browse, as shown in Cost Codes tab.
Cost Codes tab
Daily Reports Header and Details Processing
Linking Contracts and Gang Daily Reports
Contracts can be linked to Gang Daily Reports. This means that when a CDR Detail record is changed, the Contract Number is also changed.
The linking process performs as follows:
A linking record is created if it does not exist with the Contract Number.
The old value of the Contract Number field is checked against CDR details (Header). If neither uses that Contract, the link with the old Contract Number is removed.
No processing occurs if the linking record already exists or any other CDR element uses the old Contract Number value.
The Contract Number on the CDR Header is used for defaulting.
Detail lines of the CDR are validated and used in any processing as per the linked Contract.
Daily Report Status Change Actions
The Submit, Release, and Reject change actions use the Contract Numbers from CDR details instead of the CDR Header for any detail-specific checks and reporting.
CDR Review and Approval
The Review and Approval browse was previously a single browse; it is now a screen containing two tabs: Review and Approval and By Contract, as shown in Review and Approval Browse. The tabs are discussed in this section.
Review and Approval Browse
Review and Approval tab
The Review and Approval tab displays the information found in the existing Review and Approval Workbench, with the following additional columns: Mult. Contracts and Approver ID, as shown in Review and Approval tab.
Review and Approval tab
An Approver ID option is available on the Advanced filter.
A My Approving option is found on the existing named filter, as shown in My Approving Filter Option. When selected, Daily Reports are filtered to Gangs for which the Approver is set to the current User ID.
My Approving Filter Option
Review and Approval By Contract tab
The Review and Approval browse has a By Contract tab, as shown in Review and Approval By Contract tab. It includes a Mult. Contracts column to allow for multiple Contracts.
Review and Approval By Contract tab
A My Approving option is found on the existing named filter, as shown in My Approving Filter Option. When selected, Daily Reports are filtered to Gangs for which the Approver is set to the current User ID.
Review and Approval Vertical
The Review and Approval Vertical browse was previously a single browse; it is now a screen containing two tabs (see Review and Approval Vertical Browse): Review and Approval and Review and Approval by Contract.
Review and Approval Vertical Browse
CDR Review and Approval Actions
CDR approval processing uses Contract numbers from CDR details to Approve and Un-approve CDRs, rather than using a CDR Header for any detail-specific checks and reporting.
CDR Review and Approval
The Review and Approval browse was previously a single browse; it is now a screen containing two tabs: Review and Approval and By Contract, as shown in Review and Approval Browse. The tabs are discussed in this section.
Review and Approval Browse
Review and Approval tab
The Review and Approval tab displays the information found in the existing Review and Approval Workbench, with the following additional columns: Mult. Contracts and Approver ID, as shown in Review and Approval tab.
Review and Approval tab
An Approver ID option is available on the Advanced filter.
A My Approving option is found on the existing named filter, as shown in My Approving Filter Option. When selected, Daily Reports are filtered to Gangs for which the Approver is set to the current User ID.
My Approving Filter Option
Review and Approval By Contract tab
The Review and Approval browse has a By Contract tab, as shown in Review and Approval By Contract tab. It includes a Mult. Contracts column to allow for multiple Contracts.
Review and Approval By Contract tab
A My Approving option is found on the existing named filter, as shown in My Approving Filter Option. When selected, Daily Reports are filtered to Gangs for which the Approver is set to the current User ID.
Review and Approval Vertical
The Review and Approval Vertical browse was previously a single browse; it is now a screen containing two tabs (see Review and Approval Vertical Browse): Review and Approval and Review and Approval by Contract.
Review and Approval Vertical Browse
CDR Review and Approval Actions
CDR approval processing uses Contract numbers from CDR details to Approve and Un-approve CDRs, rather than using a CDR Header for any detail-specific checks and reporting.
JC CDR Reports
Daily Report Transaction Report
The Approver field is available on the selection criteria screen of the Daily Report Transaction Report in Contract Status > Daily reports, as shown in Daily Report Transaction Report Selection Screen.
In addition, the report generation process does the following:
Filters selected CDRs by Approver criteria entered on the selection screen.
Selects CDR details (transactions) as per Contract Number on the detail record.
Daily Report Transaction Report Selection Screen
An example of the output of this report is shown in CDR Transaction Report Sample Output.
CDR Transaction Report Sample Output
Print Daily Reports
The Print Daily Reports selection screen in Contract Status > Daily reports (see Print Daily Reports Selection Screen) caters for multiple Contracts on CDR and Approver selection as follows:
A CDR document selection screen is set as the default print form if JC/CDRMJOBS = Y, as shown in Print Daily Reports Selection Screen.
Approver selection criteria is available on both the single and multi-contract versions of the Print Daily Reports selection screen.
If Approver From/To/Matches are entered, the criteria is used to filter printed CDRs by the Approver field.
Print Daily Reports Selection Screen
JC Archive/Reinstate Daily Reports
The Archive/Reinstate Daily Reports function in Contract Status > Daily reports > Administration (see Archive/Reinstate Daily Reports Selection Screen) processes all Daily Reports as per Contract selection (including CDRs linked to selected Contracts on the CDR Detail level).
Archive/Reinstate Daily Reports Selection Screen
PT Gang Daily Reports tab
Gang Daily Reports (see PT Gang Daily Reports tab) can be accessed in Project Management > [selected Working Project] > Communication Management.
Both the Gang Daily Reports and Review and Approval browses previously used the Contract Number on the CDR Header to show CDRs entered for the Project for one Contract only. The CDR now appears on each Project referenced on either the CDR Header or in any details.
The Review and Approval browse uses a linking table instead of selecting CDRs by Contract Number on the CDR Header.
PT Gang Daily Reports tab
PT Project Daily Report Summary
Gang Daily Reports are displayed as part of Project Management > [selected Working Project] > Communication Management > Daily Reports tab > [click Date to drill down to Project Daily Report details] (see Project Daily Reports Summary). You can then choose Gang Daily Reports to access Gang Daily Reports (see Project Gang Daily Reports Browse).
All CDRs linked to the current Project appear in the browse. When drilled down to the CDR Summary, detail lines display that are filtered by the current Project. You can clear the filter to see all CDR details.
Project Daily Reports Summary
Project Gang Daily Reports Browse
Archiving Contracts
You can archive contracts. When a contract is archived:
The contract is set to Complete.
A batch is created for all transactions for the contract, up to the selected financial period.
Negative GL transactions are created to clear existing costs for each cost category on the contract.
Negative GL transactions are created to clear existing revenue on the contract.
GL transactions are created for the cost archive account.
GL transactions are created for the revenue archive account.
An analysis set on the contract, which is used to identify the archive status, is set to Archived.
Archiving is a two-stage process; first you mark the contracts as ready to archive. You can then report on the contracts that are ready. Then you archive those contracts.
To Archive Contracts
Go to Archive Contracts.
Select the contracts to be archived:
On the Contract tab, specify the contracts to archive.
On the Main tab, enter the financial period up to which you want to archive transactions.
In the Archive Options list, select Select.
Click Next.
Report on the contracts to be archived: in the Archive Options list, select Report Only Selected, then click Next.
Archive the contracts: in the Archive Options list, select Archive, then click Next.
You can run the select, report and archive options separately, at different times.
If transactions are entered against an archived contract after the selected financial period, you can archive them by running the archive process with the New Transactions setting.
To Set Up Contract Archiving
In JC Configuration, create an analysis set to indicate the archive status.
This needs to be one of the first four “primary” analysis sets.
In Contract Analysis Sets, set up values for Ready, Archived, and Not Archived (the default).
In GL Transaction Types, create a journal type to use for contract archive postings.
In Contract Groups, Contract Types and Contract Locations, enter valid Archive GL account masking against each of the contract groups, types and locations (one each for costs and revenues).
Optionally, set up revenue and cost heads to which all contract "archived" transactions will be posted. Alternatively, you can use existing revenue and cost heads.
In JC Parameters:
Set the parameter ARCHANAL to identify the analysis set that holds the archive status.
Set the parameters ARCREADY, ARCHIVED and ARCDEFLT to the values for Ready, Archived, and Not Archived respectively.
Set ARCHJOUR to the journal type to use for contract archive postings.
Set the parameters ARCHCOST and ARCHREV to the revenue and cost heads for “archived” transactions. These revenue and cost heads will, by default, be excluded from ALL enquiries and reports, but can be included if required (by changing the filter).